SAGE PRIVATE WEALTH GROUP, LLC
Position in IQV — Iqvia Holdings Inc.
CIK 1845635
OAKBROOK TERRACE, IL
Position in IQV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$225,487
+$189,078 QoQ
Shares Held
1,167
+480.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#803
of 1,077 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026SAGE PRIVATE WEALTH GROUP, LLC holds $1,524,165 across 3 Diagnostics & Research names. IQV ranks #3 (14.8% of the industry book) .
All Filings in IQV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,487 | 1,167 | Shares | Sole | 2026-08-06 | |
| 2022-09-30 | $36,409 | 201 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $43,614 | 201 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $46,473 | 201 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $56,710 | 201 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $48,147 | 201 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $48,706 | 201 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $38,821 | 201 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $36,013 | 201 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||